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CSat Investment Advisory’s Sun Communities SUI Stock Holding History

CSat Investment Advisory’s Portfolio SUI Stock Details SUI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-272
Closed -$38K – 911
2020
Q3 		$38K Buy
272
+25
+10% +$3.59K ﹤0.01% 710
2020
Q2 		$34K Sell
247
-60
-20% -$7.96K ﹤0.01% 728
2020
Q1 		$38K Buy
307
+47
+18% +$7.1K 0.01% 596
2019
Q4 		$39K Buy
260
+32
+14% +$4.98K 0.01% 654
2019
Q3 		$34K Buy
228
+41
+22% +$5.79K 0.01% 634
2019
Q2 		$24K Buy
+187
New +$23.2K 0.01% 665

Other funds holding SUI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

CSat Investment Advisory's SUI Position: Q4 2020 in Review

CSat Investment Advisory sold out of Sun Communities (SUI) in Q4 2020, closing a stake of 272 shares — an estimated $38K sold.

CSat Investment Advisory first reported a position in SUI in Q2 2019 and held it in 6 quarters. The position peaked at $39K in Q4 2019. 447 funds tracked by Wall St. Rank hold SUI as of Q4 2020.

  • CSat Investment Advisory reported no remaining Sun Communities position as of Q4 2020 after selling out during the quarter.
  • CSat Investment Advisory sold 272 Sun Communities shares in Q4 2020, an estimated $38K.
  • CSat Investment Advisory first reported a position in Sun Communities in Q2 2019 and held it in 6 quarters.
  • CSat Investment Advisory's Sun Communities position peaked at $39K in Q4 2019.
  • 447 funds tracked by Wall St. Rank held Sun Communities as of Q4 2020.

Based on CSat Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.